Investment Process

Your objectives are closely matched to an investment process that has delivered proven benefits over the years.

Client focused

Your objectives are closely matched to an investment process that has delivered proven benefits over the years.

A well-defined investment strategy

The investment strategy is set by our Investment Committee based on in-depth analysis of the outlook for the global economy and financial markets. It is monitored on an ongoing basis to ensure that our choices are coherent and in keeping with current market conditions.

Impact on your portfolio

Applied to each client’s own objectives, our strategy makes it possible to devise personalised asset allocation and to determine ranges of fluctuation.

Our team draws up a composite, transparent performance report on your investment results, enabling you to track your portfolio in detail.

Responsible investment

Our investment process is designed to prioritise companies which have a positive impact on responsible social development. We also offer discretionary mandates in responsible investment, taking into account the environmental, social and governance (ESG) criteria of the companies selected for securities portfolios.